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July 17: The space, once scoffed at by managers, is expected to grow by more than $300 billion this year.
July 14 -
Investment head Tim Buckley will succeed Bill McNabb, who led efforts that more than tripled the firm’s assets since taking over as CEO in 2008.
July 14 -
Employers should be encouraged to provide their workers affordable, simplified long-term care insurance for employees age 45 and older, says report from the Bipartisan Policy Center.
July 13 -
For those worried that high valuations guarantee trouble in the markets, data shows pricey equities can get even pricier.
July 13 -
The firm is adjusting to more investors opting for low-cost funds over active management.
July 12 -
Aside from stocks, strong and consistent trends have been hard to come by this year.
July 12 -
Prices that reached an almost seven-month high in June have now dropped for five straight weeks, the longest slump this year.
July 10 -
The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.
July 7 -
The influence of index and ETFs is growing, but it's not destabilizing yet.
July 7
Bloomberg News -
East Capital’s founder says investors struggling to demonstrate value in the face of competition from ETFs should take a lesson from investing in Russia.
July 7 -
July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.
July 7 -
The positive net flows of U.S. mutual funds was driven by taxable bonds.
July 5 -
U.S. Global's fund enters the market at a time when the precious metal is down roughly 10% from its peak a year ago.
July 5 -
Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.
June 30 -
Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.
June 29 -
Distributors are no longer content with labeling their products with star investors.
June 28 -
Providers have been slashing fees. But with expenses already so low, some question the sense of switching just to save a few basis points.
June 27 -
The issue comes to down whether the strategy is good at picking stocks primed to rise.
June 27 -
Beneficiaries owe no federal tax on collected payouts after the policyholder dies.
June 26 -
Assets in products susceptible to the risk of fire sales during a future shock are up 673% since 2000.
June 26



















